my.FuturePlan Features and Benefits

Developed for clients and advisors with the help of clients and advisors, my.FuturePlan is an easy-to-use online tool to help make plan administration easier and more secure. Its features include:

  • Data security.
    Keeping your data secure is one of our top priorities. Our portal leverages advanced encryption protocols, multi-factor authentication (MFA), and role-based permissions to ensure users only see data for which they have been authorized. Redundant servers, ongoing analytic scans, external penetration testing, and more work to ensure we can rapidly mitigate any errors, unexpected vulnerabilities or instability that may arise. 
  • Highly intuitive and efficient.
    Our portal was designed with input from clients and advisors from across the country. The portal will help you access resources quickly and easily, while enjoying high-quality, personalized customer service.
  • Data Collection.
    We understand that gathering census data and other information necessary for annual testing and plan administration can be a challenge. We designed our data collection process to guide you each step of the way through a responsive questionnaire that pre-populates data where appropriate, sets questions based on what’s relevant to your plan, and provides helpful tips along the way. Automatic validations help ensure your data is complete and accurate upon submission, and embedded FAQs throughout the questionnaire will help provide background information on what we’re asking and why!
  • Secure Messages.
    Our portal provides one location for you to exchange secure messages, including file attachments, with your FuturePlan consultant and service team. Messages are automatically routed based on your selections to ensure your requests reach the right people, allowing us to respond to your questions or process incoming information quickly. You can easily copy authorized external parties like your financial advisor to a message thread when needed.
  • And Much More For Applicable Users...
    • Track the status of everything from annual administration to loans and distributions 
    • Access to plan documents, SPDs, annual reports and other key documents
    • Easy access to billing or payroll submission portals
    • View contact information for everyone associated with your plan(s), including client contacts, advisors, and your FuturePlan consultant
    • Submit new requests for distribution or 1099-R processing
    • Use our newsfeed to keep track of the latest industry and regulatory news

You will find the portal at https://my.futureplan.com/

You will receive an email from admin@futureplan.com, which will provide you with a temporary password for your initial registration. You will be prompted to establish a new password when you log in for the first time.

Please note this is only a temporary password. If it expires, you may use the Forgot Password? link on the my.FuturePlan homepage.

You can work with your FuturePlan consultant to authorize access for your financial advisor or other valued partners.

As part of year-end data collection, you will be prompted annually to review your contacts, including third party contacts like financial advisors, and can directly make changes as needed. 

You can also review plan contacts year -round on the Plan Contacts page under the Welcome dropdown, and of course you can contact your FuturePlan consultant anytime with questions or for assistance. 

The portal log in page has a self-service password reset tool - Forgot Password. You will receive a temporary password at your primary email address and will then be prompted to change your password once you log in. This feature should be used whenever possible.

Usernames and passwords from prior portals will not carry over. Clients will set up their password with their email when they access the portal for the first time.

Clients that did not previously use a portal will also need to set up their password with their email when they access the portal for the first time.

Advanced encryption protocols, multi-factor authentication (MFA), and role-based permissions are used to ensure users only see data for which they have been authorized. The portal has an MFA requirement, which means that during initial registration you will have to first provide your email address and password, then provide a phone number (typically a mobile phone) to receive verification codes. You can select to either receive a text message or phone call to receive a six-digit code. You will then enter this code into the verification screen to log in to the portal.

For security reasons, MFA codes cannot be sent via email, but users accessing the portal from a dedicated computer can use the "Trusted Device" feature to avoid the one-time passcode steps on most subsequent logins.

Regular email is still a valid option for routine email messages that do not need to be sent securely to protect sensitive information. Use secure messages within the portal to send sensitive information, such as personally identifiable information or account numbers, or to securely transfer files to FuturePlan.

Anytime you receive a secure message in the portal, you will be notified via an email from portaladmin@futureplan.com. The notification email will include the name of the plan, whether action is required, a message category, and additional contextual information. If a message requires action but remains unread after a period of time, automated reminders will be sent. 

FuturePlan will generally retire an old portal within a few weeks of conversion for clients converting from a legacy portal.

If there is information that you need from the old portal that did not transfer to the new portal, please contact your FuturePlan consultant for assistance. This is not applicable for clients who did not previously use a portal.

For clients converting from an older portal, access is generally granted only to individuals who have access to the older portal at the time of conversion. You can work with your FuturePlan consultant to authorize access for your financial advisor or other valued partners as you desire. For clients that did not previously use a portal, invitations are initially sent only to primary contacts.

Your account may become locked after too many failed password attempts. If this happens, you can use the self-service tool on the portal to unlock your account by doing a password reset.

If you can log in to the portal and want to change your MFA number for future logins, you can do so via the user profile accessible from under the Welcome menu. If you need to change your MFA number and cannot log in to the portal, please reach out to your FuturePlan consultant.

Users with a billing role in a given plan can access the billing portal via a single sign-on (SSO) link from my.FuturePlan. Once you log in, select the billing portal link at the top of the page. A new tab will then open in your web browser and you will be logged in to the billing portal where you can view statements, set up payment preferences, and more. 

You can give feedback in a variety of ways on portal. A general feedback panel is available on the right-hand side of the screen throughout the portal. Simply select the panel, choose a sentiment, and provide any specific comments. You may also be prompted with the opportunity to provide feedback after completing certain tasks or with respect to certain features you may see. Feedback is always optional, but always welcome!

You can use my.FuturePlan to submit new distribution requests and check the status of any recent distributions submitted to the portal.   

These features can be found on the Loans & Distribution tab. By submitting and tracking requests here, you can be sure you’re seeing real-time status information, routing requests directly to the appropriate teams, and doing it all within the secure environment of my.FuturePlan.  More information is available here.

Your FuturePlan consultant can provide additional assistance anytime you have additional questions! 

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